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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,158,124 | $289,211+992.0% | $260,467+1112.5% | $198,609+1490.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 7.31% | 112.90%-105.6pp | 100.60%-93.3pp | 202.70%-195.4pp |
| Employer contribution / active EE | $1,224 | $4,663-73.7% | $4,239-71.1% | $5,055-75.8% |
| Participant deferral / active EE | $0 | $6,812-100.0% | $6,319-100.0% | $6,977-100.0% |
| Admin fee / account holder | $255,931 | $16,236+1476.3% | $15,461+1555.3% | $19,030+1244.9% |